Salesforce set up for equipment hire, at a fixed price

Who it's for

Independent hire companies with 1–5 depots whose hire desk still prices jobs from a spreadsheet, a printed rate card or someone's memory. You want Salesforce working properly on the commercial side of the business without a long, open-ended project, and you'd rather start with quoting and build from there.

It's a good fit if:

• quotes take longer than they should because the hire desk works out rates and discounts by hand
• two people on the hire desk can quote the same job at different prices
• you want a clear, fixed cost before you commit
• you'd like to connect your hire system later, once quoting is working

What's included

What's not included

Being clear about this up front saves an awkward conversation later.

• Salesforce licences. These are paid to Salesforce directly. We'll tell you which licences you actually need on the first call, and it's often fewer than people expect.
• Connecting your hire system. Linking Salesforce to Syrinx (Point of Rental) or InspHire is scoped separately, because it depends on your setup. Many companies start with the QuickStart and add the integration once quoting is working.
• Heavily customised builds. If your pricing or processes need something unusual, we'll say so on the first call and scope it properly rather than squeeze it into a fixed price.

How it works

1. Discovery call (30 minutes). We look at how you quote today, your rate cards and where the time goes. If the QuickStart isn't the right fit, we'll tell you.
2. Rate card and process review. We agree exactly what goes in, so the fixed price covers a fixed scope.
3. Build. Your quote builder, customer records and dashboards are set up in Salesforce.
4. Test with your hire desk. The people who'll use it quote real jobs on it before go-live, and we fix what doesn't feel right.
5. Go live and train. Training on your own data, then support while the team settles in.

Timeline: live in 4–6 weeks from the discovery call, depending mostly on how quickly rate cards and customer data can be pulled together.

What it costs

Not sure whether it pays for itself? The free Business Case Builder puts a number on what slow quotes and inconsistent pricing are costing you now, ready to take to your MD or FD.

When the QuickStart isn't the right fit

• You need your hire system connected from day one. Start with a scoping call instead, so the integration and the build are planned together.
• You run many depots with very different pricing in each. That usually needs more than a fixed-scope setup.
• You're not quoting regularly yet. If enquiries are occasional, a spreadsheet may still be enough for now. We'd rather tell you that than sell you something you don't need.

Hire companies we've worked with

Questions worth asking